Filed January 10, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,013 | $62,586+210.0% | $76,768+152.7% | $64,186+202.3% |
| Participation rate | 98.9% | 72.8%+26.0pp | 77.0%+21.9pp | 69.6%+29.3pp |
| Annual return | -6.13% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $9,120 | $1,832+397.8% | $2,485+267.0% | $2,381+283.1% |
| Participant deferral / active EE | $7,578 | $3,145+141.0% | $3,852+96.7% | $3,470+118.4% |
| Admin fee / account holder | $6,859 | $4,667+47.0% | $6,675+2.8% | $4,888+40.3% |